How-To Guides

Creating a Cyclical Deal

In this article, you will learn how to create a Cyclical Deal from the Suggested Order screen. Note you can also begin these steps using the Dollar Icon on the left side of the screen. Beginning from the Suggested Order screen for a supplier will make it easier because it will generate all of the supplier information for you.

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Purchase Adjustments Report

This report can provide meaningful information about the percentage of adjustments made by the Buyer to the system generated Suggested Orders. Progress is shown by year/month, and can help to identify possible problem areas like ‘Suppliers not set up properly’ or ‘Buyer needs additional training’.

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User PE Performance Report

This report gives an overview of Period End Exception activity. We can now easily view how many products have and have not been reviewed. This is displayed as a number and as a percentage.

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